Rikesa uses a detailed assessment of your financial profile, goals, and situation to identify and connect you with a carefully vetted, fee-only wealth advisor who best meets your needs.

After you complete a brief questionnaire about your financial situation and goals, we schedule a brief call to go over your information and your matched advisor. In most cases, you will meet the potential advisor for a no-pressure, no-sales discussion to ensure good fit, and with your permission, will prepare a detailed and specific plan to demonstrate plans tailored to your needs. (Even if you decide to not engage the advisor, the plans alone are worth thousands of dollars.) If you are happy with the match, then Rikesa will exit the process and you will continue to work directly with the advisor.

Yes. Your personal and financial information is handled with the strictest confidentiality and is never sold or shared without your explicit consent.

All advisors on Rikesa undergo a rigorous screening process, including background checks, credential verification, and an evaluation of their track record and ethical standards.

Fee-only advisors receive compensation solely from their clients, ensuring unbiased advice and alignment with your best interests—no commissions from selling certain financial products or hidden incentives.